It is the mission of The Stockholm Companies to introduce buyers, sellers and merger candidates of Financial Services firms. Whether you are a buyer, seller or merger candidate, The Stockholm Companies’ Accelerated Prospect Introduction System is the M&A search model used by our clients who want faster deal flow and a deeper inventory of prospects.

We are uniquely qualified to:

Locate partners or acquisition candidates to help you grow your business. Our awesome prospect development skills allow us to locate quality acquisition and merger candidates for our clients who want to grow their assets quickly.

Manage transitions
We proactively seek out buyers for those wanting to transition by selling. Our Independent Consulting Partners can assist in emotional coaching, financial analysis of targeted acquisitions including valuations and negotiation consulting, always looking out for your best interest.

Perform specialized executive searches (details)
As experienced retained search consultants we have been building client organizations for 30 years. Although we have experience in all sectors, our current focus is in financial services: Insurance, Broker/Dealers and RIAs.

Our Clients We seek clients who share our values for communication and a few good laughs, practice fiscal responsibility and integrity, have exciting initiatives and value professional assistance. Some of our clients have included oXYGen Financial Services, AIG Financial Advisors, Wall Street Access, Oppenheimer, Miller Brewing, Unocal, Transamerica, Philip Morris, Coldwell Banker, and Alcatel.

Consulting Services For buyers: Locate and recruit financial practices in transition (sellers) for acquisition by or asset transfer to private/public broker/dealers, RIAs, money managers and other financial services companies; For sellers: Target and recruit buyers for financial services practices and small (under $10m) companies. Our Team